How To Invest

How To Invest

The question of how to invest is an important one, never more so than in a time of stock market turbulence. 2018 has seen one of the US stock market’s worst ever days, followed by a six day rally, but all adding up to a resurgence in volatility. So, how to invest (and...
My 4 Unbreakable Rules Of Investing

My 4 Unbreakable Rules Of Investing

As we watch global stock markets once again hit all-time highs, a perennial question is, how can we become more successful investors? My simple answer continues to be, stick with my 4 golden rules below. 1. Don’t Hoard Cash Cash should be for very short term savings...
A Financial Advisor’s Guide To Downsizing

A Financial Advisor’s Guide To Downsizing

Downsizing your home is a big decision that requires plenty of thought and planning. A large home and garden is wonderful for raising a family but it may not be the right place for you once the kids have flown the nest. Downsizing is often a very attractive...
Our First Big Money Mistake

Our First Big Money Mistake

Our big financial errors vary by age but a recent Wall Street Journal article highlights a big money mistake than young people are making today – they are not taking enough risk. The table below is taken from that article and shows that millennials are holding as much...
Alternative Investing : Private Equity

Alternative Investing : Private Equity

This is the last of a short series of blogs on ‘alternatives’ – investments in anything other than stocks, bonds or cash. We have examined the four most common alternative asset classes in general order of risk/return profile; Absolute Return, Commodities, Property...